ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Microsoft Excel for Financial Advisors (Basic)

7 FPSC credits* and 7 Life License Credits (Ont)

Instructor-led Webinar or Onsite Training

Communicating financial information is often challenging. If skills such as creating budgets, tracking expenses, determining costs across different sectors of your business, and tracking GST/HST efficiently are often on your to-do list as a Finacial Advisor, then this course will help save you time and money. Learn to use Microsoft Excel, Microsoft's spreadsheet authoring software, to create graphs and present this information using striking visuals, easily and efficiently.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Microsoft Excel for Financial Advisors (Advanced)

7 FPSC credits* and 7 Life License Credits (Ont)

Instructor-led Webinar or Onsite Training

With this course the Financial Advisor will learn the advanced features of Microsoft Excel which will allow you consolidate data in minutes, perform audits, present and share complex workgroup information, as well as analyze, share, and manage data enabling you to make better informed decisions, become more accessible, and boost your profitability.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Investment Analysis using Excel

7 FPSC credits* and 7 Life License Credits (Ont)

Wealth Managers and Financial Advisors: What are high net worth individuals looking for?

As professionals in this industry we are all looking for high net worth individuals for whom we will manage investment portfolios. What are these customers looking for and how do we distinctly provide that to them?

What have we learned from surveys of hundreds of such individuals? It is essential to

  • demonstrate expertise
  • a deep understanding of the markets and
  • a deeper understanding of the client’s portfolio and plans
  • the ability to communicate this

Here is a workshop to help you demonstrate the value that you provide to your clients.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Social Networking for Financial Professionals (Facebook, Linkedin etc.)

7 FPSC credits* and 7 Life License Credits (Ont)

Onsite Training

Facebook, Twitter and LinkedIn combined boast well over 1.5 billion users worldwide. This social phenomenon has become the premier way to maintain contact and facilitate communication with your client base. Our course will effectively teach you industry best practices in client relationship management and communication.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Microsoft Outlook Email Calendars & Contact Management

7 FPSC credits* and 7 Life License Credits (Ont)

Onsite Training

Maintaining and keeping good communication with a network of contacts and prospects is one of the most important activities for a Financial Advisor. If you've ever spent hours trying to read, respond and organize your e-mail, then this course is for you! Countless people are spending large parts of their workday managing and responding to email. In this one day interactive course, learn document handling, organizing schedules, as well practical Contact Management. By completing this course, you will learn how to find more time in your day to get your most essential projects accomplished.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Creating Effective Presentations using Microsoft PowerPoint

7 FPSC credits* and 7 Life License Credits (Ont)

Instructor-led Webinar or Onsite Training

This course covers developments in new technologies for business communications. Using PowerPoint as well as other multimedia tools this course explores multi-media presentation technologies. Mortgage Professionals who take this course will develop the skill level to utilize these tools to create their own professional presentations, improve communications with their contacts and better serve the public. Learn how to incorporate graphics, charts, animated words, sounds, voice, and video in your Microsoft PowerPoint presentations to communicate your message and to maintain high interest.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Microsoft Word for Business (Basic)

7 FPSC credits* and 7 Life License Credits (Ont)

Instructor-led Webinar or Onsite Training

This course is designed for those who have done some basic word processing, and want to learn how to better apply Microsoft Word to your daily life as a Financial Advisor. It covers the basic concepts such as letters, memos, faxes, tables and bullets, and also introduces some intermediate level concepts such as templates, headings and styles. The emphasis in this course is on formatting, efficiency, and shortcuts

.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Advanced Microsoft Word for Business

7 FPSC credits* and 7 Life License Credits (Ont)

Onsite Training

If you are finding your limited knowledge on Microsoft Word is prohibiting you from creating fantastic documents, forms or templates, then this course is for you. During this course you will explore Microsoft Word's comprehensive set of writing tools, create and share great-looking documents, reports, templates, and forms. Learn about mass mailings (print or email). Manage documents, document versions, and setup electronic filing systems.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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OneNote for Financial Professionals

7 FPSC credits* and 7 Life License Credits (Ont)

Onsite Training

Microsoft OneNote is an application used for free-form information input and multi-user collaboration. Entries can be both handwritten and typed, and can include drawings, screen clippings and audio commentaries. Users can collaborate on notes through either a local network, or over the internet. Notes can be input or edited using a PC, tablet, or smartphone.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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